The tables below outline the access levels assigned to various Merchant Portal roles within the OMS for each module.
Brand Analyst | |||
Module | Sub-Module | Access | Actions Permitted |
Orders | Manage Orders | View Only | Regenerate waybill, regenerate invoice |
Manage Forecast | View and Upload | Upload, download | |
Order Uploads | No Access | - | |
Shipments | Shipments | View and Edit | Add Single Shipment, Upload Multiple Shipments, Book/Delete/Cancel Shipment, etc. |
Pickup Location | Pickup Location | View and Create | Create Pickup Location |
Products | Catalogue Products | View Only | None |
Inventory Products | View and Upload | Bulk Create Products | |
Product Uploads | View and Upload/Download | Download uploaded file/error file | |
Report | New Report | View/Setup and Download | Create B2B/Pullout Report, Product Statement Report, Inventory Expiry and Batch Management Report, Inventory Report, Serial Number Report, Outbound B2C - Full Details |
Generated Reports | View and Download | Download generated reports | |
Scheduled Reports | View and Edit | View and Edit Scheduled Report Settings | |
Inbound | Manage Inbound | View and Submit | View and Submit ASNs |
Uploaded Files | View and Download | View and Download Uploaded ASN/Error files | |
B2B/Distribution | Create B2B/Pullout Order | View and Create | View and Create B2B pullouts |
B2B/Pullout Tracking | View and Clone | View and Clone a B2B order | |
Billing | Billing | No Access/Hidden | None |
Settings | Account Settings | View and Edit | View and Edit username, First Name and Last |
Brand Settings | View Only | User Search | |
Marketplace Integration | View and Sync | Product, Order, and Location sync | |
Warehouse Integration | View and Sync | View and Product Sync | |
Carrier Management | View and Edit | View/Edit Carrier Priority and Warehouse/Pickup Location | |
Brand Finance | |||
Module | Sub-Module | Access | Actions Permitted |
Orders | Manage Orders | View Only | Regenerate waybill, regenerate invoice |
Manage Forecast | View and Upload | Upload, download | |
Order Uploads | No Access | - | |
Shipments | Shipments | View and Edit | Add Single Shipment, Upload Multiple Shipments, Book/Delete/Cancel Shipment, etc. |
Pickup Location | Pickup Location | View and Create | Create Pickup Location |
Products | Catalogue Products | View Only | None |
Inventory Products | View and Upload | Bulk Create Products | |
Product Uploads | View and Upload/Download | Download uploaded file/error file | |
Report | New Report | View/Setup and Download | Create B2B/Pullout Report, Product Statement Report, Inventory Expiry and Batch Management Report, Inventory Report, Serial Number Report, Outbound B2C - Full Details |
Generated Reports | View and Download | Download generated reports | |
Scheduled Reports | View and Edit | View and Edit Scheduled Report Settings | |
Inbound | Manage Inbound | View and Submit | View and Submit ASNs |
Uploaded Files | View and Download | View and Download Uploaded ASN/Error files | |
B2B/Distribution | Create B2B/Pullout Order | View and Create | View and Create B2B pullouts |
B2B/Pullout Tracking | View and Clone | View and Clone a B2B order | |
Billing | Billing | View | View |
Settings | Account Settings | View and Edit | View and Edit username, First Name and Last |
Brand Settings | View Only | User Search | |
Marketplace Integration | View and Sync | Product, Order, and Location sync | |
Warehouse Integration | View and Sync | View and Product Sync | |
Carrier Management | View and Edit | View/Edit Carrier Priority and Warehouse/Pickup Location | |
Brand Admin | |||
Module | Sub-Module | Access | Actions Permitted |
Orders | Manage Orders | Full Access | Regenerate waybill, regenerate invoice |
Manage Forecast | Full Access | Upload, download | |
Order Uploads | Full Access | Upload Orders | |
Shipments | Shipments | Full Access | Add Single Shipment, Upload Multiple Shipments, Book/Delete/Cancel Shipment, etc. |
Pickup Location | Pickup Location | Full Access | Create Pickup Location |
Products | Catalogue Products | Full Access | - |
Inventory Products | Full Access | Bulk Create/Edit Products/Product Fields | |
Product Uploads | Full Access | Download uploaded file/error file | |
Report | New Report | Full Access | Create B2B/Pullout Report, Product Statement Report, Inventory Expiry and Batch Management Report, Inventory Report, Serial Number Report, Outbound B2C - Full Details, |
Generated Reports | Full Access | Download generated reports | |
Scheduled Reports | Full Access | View and Edit Scheduled Report Settings | |
Inbound | Manage Inbound | Full Access | View and Submit ASNs |
Uploaded Files | Full Access | View and Download Uploaded ASN/Error files | |
B2B/Distribution | Create B2B/Pullout Order | Full Access | View and Create B2B pullouts |
B2B/Pullout Tracking | Full Access | View and Clone a B2B order | |
Billing | Billing | Full Access | View |
Settings | Account Settings | Full Access | View and Edit username, First Name and Last |
Brand Settings | Full Access | User Search, User Invites, User Role Edit | |
Marketplace Integration | Full Access | Product, Order, and Location sync, Location Mapping, Express Shipping rate name configuration | |
Warehouse Integration | Full Access | View and Product Sync | |
Carrier Management | Full Access | View/Edit Carrier Priority and Warehouse/Pickup Location | |